Arkadios Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Arkadios Wealth Advisors’s Portfolio FMB Stock Details FMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Buy	24,767 +733	+3%	+$37.5K	0.02%	721
2026 Q1	$1.22M	Buy	24,034 +3,313	+16%	+$170K	0.02%	696
2025 Q4	$1.06M	Sell	20,721 -922	-4%	-$47.1K	0.02%	672
2025 Q3	$1.1M	Buy	21,643 +3,401	+19%	+$170K	0.03%	602
2025 Q2	$909K	Buy	18,242 +848	+5%	+$42.2K	0.03%	603
2025 Q1	$877K	Buy	+17,394	New	+$887K	0.03%	505
2021 Q3	–	Sell	-275	Closed	-$15K	–	1926
2021 Q2	$15K	Buy	275 +2	+0.7%	+$114	﹤0.01%	1398
2021 Q1	$15K	Buy	273 +1	+0.4%	+$57	﹤0.01%	1057
2020 Q4	$15K	Buy	+272	New	+$15.2K	﹤0.01%	840

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Arkadios Wealth Advisors's FMB Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 3% in Q2 2026, buying an estimated $37.5K and bringing the position to 24,767 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #721.

Arkadios Wealth Advisors first reported a position in FMB in Q4 2020 and has held it in 9 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Arkadios Wealth Advisors held 24,767 shares of First Trust Managed Municipal ETF worth $1.27M as of Q2 2026.
Arkadios Wealth Advisors bought 733 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $37.5K.
First Trust Managed Municipal ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #721 holding.
Arkadios Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2020 and has held it in 9 quarters since.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.